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Strategies & Market Trends : Value Investing

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To: Dale Baker who wrote (43164)	7/4/2011 2:54:24 AM
From: Spekulatius	Read Replies (1) of 78740

I am looking for companies that are good capital allocators (or at least reasonable ones.). if they are FCF does not matter much. lot's of FCF just leads to cases where INTC buys MCAfee and MSFT Skype.... I actually like the MFI - I run the screen as an idea generator every once in a while and get leads. I often don't buy what in sieved out in the screen but similar companies. My preferred valuation method is to look at historical valuation ranges, in particular EV/EBITDA, liquidation values (in some cases), tangible book, PE and estimated growth rates (PEG), and last not least add in a bit of macro vodoo <g>. While I do not care too much about positive FCF, I do avoid companies with negative FCF (those that consume cash), in particular if they don't growth the top line much.

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